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Private Wealth Research & Insights

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Reports (8)

The Advantages of Family Office Direct Investments

Direct investments have become increasingly common throughout the family office landscape, particularly with regard to single family offices. Throughout the early 2000s sophisticated wealth entities partook in the practice, however, between 2010...

FINTRX Family Office Data Report Q3 2020

Changing demographics and unforeseen global circumstances continue to influence how family offices invest and manage client wealth. Using a cross-section of our complete data set, FINTRX has assembled the Q3 2020 Family Office Data Report delivering...

Monthly Family Office Data Report: August 2020

Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, FINTRX releases a thorough breakdown on all family...

Family Office Direct Investment Activity: 2020 Series with Charles Schwab

Evolving demographics and unexpected market volatility are reshaping the investment and wealth management strategies of family offices. These entities are now deploying their wealth in innovative ways, seeking personalized engagement that resonates...

Monthly Family Office Data Report: July 2020

As family offices continue to advance worldwide, the FINTRX data and research platform continues to evolve alongside. Universal family office developments continue to transform the operational methods of those within the alternative investment...

FINTRX Family Office Data Report Q2 2020

Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics,...

Monthly Family Office Data Report: June 2020

Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services,...

Monthly Family Office Data Report May 2020

As the global family office landscape continues to evolve and diversify, the FINTRX data and research platform consistently grows alongside. With universal coverage on 2,848+ family offices, 11,061+ family office contacts and 11,742+ tracked...

FINTRX Family Office Data Report Q1 2020

FINTRX kicked off 2020 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. With that information, we constructed the Q1 2020 Family Office Data Report delivering key family...

FINTRX Family Office Data Report March 2020

A broad range of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX family office data and research platform to identify, access and raise capital. Blending research, analytics and technology into one...